Rowland Carmichael Advisors’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.39M | Hold |
7,748
| – | – | 0.44% | 46 |
|
|
2020
Q3 | $1.22M | Sell |
7,748
-3,289
| -30% | -$518K | 0.48% | 48 |
|
|
2020
Q2 | $1.57M | Hold |
11,037
| – | – | 0.67% | 31 |
|
|
2020
Q1 | $1.19M | Buy |
11,037
+1,165
| +12% | +$126K | 0.61% | 30 |
|
|
2019
Q4 | $1.53M | Sell |
9,872
-919
| -9% | -$142K | 0.52% | 31 |
|
|
2019
Q3 | $1.61M | Sell |
10,791
-2,102
| -16% | -$314K | 0.55% | 28 |
|
|
2019
Q2 | $2.07M | Sell |
12,893
-204
| -2% | -$32.8K | 0.72% | 21 |
|
|
2019
Q1 | $1.88M | Hold |
13,097
| – | – | 0.69% | 21 |
|
|
2018
Q4 | $1.52M | Hold |
13,097
| – | – | 0.67% | 22 |
|
|
2018
Q3 | $1.7M | Hold |
13,097
| – | – | 0.66% | 19 |
|
|
2018
Q2 | $1.31M | Sell |
13,097
-45
| -0.3% | -$4.49K | 0.55% | 28 |
|
|
2018
Q1 | $1.29M | Hold |
13,142
| – | – | 0.71% | 25 |
|
|
2017
Q4 | $1.29M | Buy |
+13,142
| New | +$1.29M | 0.66% | 32 |
|